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Research Report

Research Report
February 14, 2020

Melius Macro Views: Capex Spend is Accelerating

By: Scott Davis  Folks, in the link below please find our latest Melius Macro Views…
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Research Report
February 7, 2020

A Look Back at SARS’ Impact on Industrials

By: Scott Davis With coronavirus a new global challenge, we can look back to SARS…
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Research Report
January 27, 2020

CAT: Conservative Guide Likely… But Which Direction are Actual 2020 Earnings Risks?

By: Rob Wertheimer  Pretty much everyone we’ve spoken with expects Cat to issue a conservative…
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Research Report
January 23, 2020

Deere’s Technology Stack

By: Rob Wertheimer  Seeing Deere at the CES show again this year was extremely stimulating…
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Research Report
January 22, 2020

BA: Normalization Slipping Rightward

By: Carter Copeland  Slower for longer…BA’s mid-2020 return-to-service estimate issued yesterday provides a rough confirmation…
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Research Report
January 21, 2020

2020-2021 Industrial End-Market Forecasts

By: Scott Davis In this note we update our forecasts for our 20 most important…
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Research Report
January 16, 2020

Melius Macro Views: Numbers Coming Down Again

By: Scott Davis  Folks, in the link below please find our latest Melius Macro Views…
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Research Report
January 16, 2020

How Will the MAX Stoppage Impact Supplier Financials?

By: Carter Copeland  The 737MAX production stoppage and subsequent ramp up will have major implications for…
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Research Report
January 14, 2020

Looking at Drivers of Deere’s Margin Improvement Plan: Margin from Technology

By: Rob Wertheimer At its recent webcast from CES, Deere gave some clarity on the…
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